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Middleby
MIDD

Overview Fund Activity

338 hedge funds and large institutions have $6.78B invested in Middleby in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 50 closing their positions.

Holders
338
Holders Change
-12
Holders Change %
-3.43%
% of All Funds
5.39%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
111
Reduced
121
Closed
50
Calls
$14.5M
Puts
$61.4M
Net Calls
-$46.9M
Net Calls Change
+$44.8M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$540M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$214M
3
Citadel Advisors
3
Citadel Advisors
Florida
$43.4M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$60.8M
5
TCAM
5
Turtle Creek Asset Management
Ontario, Canada
$193M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$594M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$289M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$9.76M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$995K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$650M 5,074,510 +8,984 +0.2%
Select Equity Group
2
Select Equity Group
New York
$594M 4,637,711 -661,150 -12%
BlackRock
3
BlackRock
New York
$573M 4,473,806 +31,878 +0.7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$540M 4,220,171 +981,562 +30%
Victory Capital Management
5
Victory Capital Management
Texas
$346M 2,702,690 -21,537 -0.8%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$289M 2,254,696 -626,566 -22%
EIG
7
EdgePoint Investment Group
Ontario, Canada
$268M 2,090,512 +91,421 +5%
AllianceBernstein
8
AllianceBernstein
Tennessee
$214M 1,674,433 +519,422 +45%
TCAM
9
Turtle Creek Asset Management
Ontario, Canada
$193M 1,509,015 +213,693 +16%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$192M 1,497,617 -22,801 -1%
State Street
11
State Street
Massachusetts
$187M 1,461,498 +10,188 +0.7%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$186M 1,451,380 -163,960 -10%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$169M 1,318,553 -20,719 -2%
Bank of America
14
Bank of America
North Carolina
$157M 1,226,095 +108,996 +10%
Morgan Stanley
15
Morgan Stanley
New York
$142M 1,106,770 +123,393 +13%
SP
16
Sarasin & Partners
United Kingdom
$119M 927,252 +62,747 +7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$108M 842,914 +17,439 +2%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$94.8M 683,925 +107,180 +19%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$77.4M 604,342 +9,068 +2%
Boston Partners
20
Boston Partners
Massachusetts
$62.6M 489,130 +134,978 +38%
ACH
21
ArrowMark Colorado Holdings
Colorado
$60.8M 475,008 +220,313 +87%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$57M 445,097 -15,332 -3%
Northern Trust
23
Northern Trust
Illinois
$50.4M 394,081 -4,346 -1%
American Century Companies
24
American Century Companies
Missouri
$43.4M 338,895 +36,134 +12%
Citadel Advisors
25
Citadel Advisors
Florida
$43.4M 338,831 +256,823 +313%
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